Private Client Advisor

Marsh McLennan Agency; Philadelphia (Philadelphia County); Hybrid; USD 54,700 - 101,900; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency in Philadelphia is hiring a Client Advisor to dive into client needs, recommend tailored insurance products, and ensure exceptional client service. Ideal candidates will have 2+ years of personal lines insurance experience and a Property & Casualty License. This role also offers valuable benefits such as generous time off, opportunities for professional development, and tuition reimbursement.

The position features a hybrid work model, promoting colleague well-being and encouraging diversity. Join a culture that values ethics, talent, and ambition!

Qualifications

• 2+ years of personal lines insurance experience with High Net Worth clientele.
• Property & Casualty (P&C) License required.
• Client service orientation with balance on managing client expectations.

Responsibilities

• Dive into client exposures and recommend tailored products.
• Present accurate market data to clients.
• Gather information about risk management needs.

Skills

Personal lines insurance experience

Client service orientation

Property & Casualty License

Ability to travel

Education

Bachelor's degree

Job description

Client Advisor

Award-winning, inclusive Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Advisor at MMA.

A day in the life.

As a Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current coverages to recommend products and services tailored to their needs. You’ll present clients with accurate market data from reliable sources, helping them navigate complex risks with confidence. Providing proactive, day‑to‑day client service is key—anticipating clients’ needs and addressing questions or issues in person, over the phone, or via email. You’ll gather important information about their risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to effectively manage their risks. Additionally, you’ll create and present renewal proposals to existing clients and conduct engaging annual Client Advisory reviews. Your success will be measured by client retention through exceptional service and new business development via referrals and expanded client programs. You’ll also negotiate with multiple insurance carriers to offer comprehensive coverage options, while ensuring compliance with industry laws and regulations.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• 2+ years personal lines insurance experience with High Net Worth clientele
• Property & Casualty (P&C) License
• Client service orientation with balance on managing expectations
• Ability to travel for client and company meetings as needed

These additional qualifications are a plus, but not required to apply:

• Bachelor’s degree
• Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
• Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable Benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well‑being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Equal Opportunity Employment

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

Compensation

The applicable base salary range for this role is $54,700 to $101,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.